Estate Planning Blog

Diverse Family Structures Can Have an Impact on Estate Planning in Los Angeles, California

June 17, 2024

The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.

Estate Planning

Elvis Presley's Estate Planning Mistakes: Lessons for Us All

June 14, 2024

Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family's legacy and minimize future conflicts.

Estate Planning

Who Gets Access to Your Digital Assets Account When You Die?

June 12, 2024

From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’

Estate Planning

What Information Should Be in a Will?

June 10, 2024

Most people spend each phase of their lives preparing for the next one, whether it's starting a family, buying their first home, or eventually retiring.

Estate Planning

Update Beneficiaries to Protect Assets after Gray Divorce

June 7, 2024

Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones' futures.

Estate Planning

Why Unmarried Couples Need Protection of an Estate Plan

June 5, 2024

Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.

Estate Planning

Unlocking the Potential of Small Estate Probate

June 3, 2024

This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.

Estate Planning

Inherited IRAs: How the 10-Year Rule has an Impact on Required Minimum Distributions in 2025

May 31, 2024

The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.

Estate Planning

How to Plan for Beneficiaries with Disabilities

May 29, 2024

Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.

Estate Planning

C-Suite Estate Planning: Strategies for Executives

May 27, 2024

Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive's unique goals.

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